Transcript of Earnings Call with investors and/or analysts held on May 11, 2026, is enclosed herewith.
PNGSREVA · price
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PNGS Reva Diamond Jewellery reported strong Q4 FY26 performance with revenue of INR138 crores (139% Y-o-Y) and PAT of INR21 crores (350% Y-o-Y). For full year FY26, revenue stood at INR439 crores (70% growth) with PAT of INR65 crores. The company operates 36 stores (2 EBOs and 34 SIS) and plans to add 15 new EBOs over 24 months, with 6-7 stores opening in FY27. Management guided for 25-30% SSG growth and top-line growth for FY27-28, with EBITDA margins expected to maintain around 22%. Average order value improved 41% Y-o-Y to INR1,20,000. The company raised INR380 crores through IPO with INR287 crores earmarked for store expansion and working capital. Store economics show INR9 crores revenue per EBO with 0.75x initial inventory turn, breakeven in 8-12 months in Maharashtra and 18-24 months outside.
Strong growth trajectory with management guiding 25-30% revenue growth driven by SSG and new store additions. Margins expected to remain stable around 22% EBITDA with potential gross margin improvement as brand value is loaded in future.